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Ventas
VTR

Overview Fund Activity

763 hedge funds and large institutions have $20.2B invested in Ventas in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 286 increasing their positions, 289 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+27
Holders Change %
+3.67%
% of All Funds
16.54%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
84
Increased
286
Reduced
289
Closed
49
Calls
$83M
Puts
$76.1M
Net Calls
+$6.95M
Net Calls Change
-$14.3M

Top Buyers

1
State Street
State Street
Massachusetts
+$214M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$197M
3
Invesco
Invesco
Georgia
+$122M
4
BC
Brookfield Corp
Ontario, Canada
+$108M
5
CIM
Centersquare Investment Management
Pennsylvania
+$89.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$606M
2
Deutsche Bank
Deutsche Bank
Germany
-$110M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59.3M
5
Bank of America
Bank of America
North Carolina
-$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
626
North Star Investment Management
Illinois
$99K – – –
SWM
627
SeaCrest Wealth Management
New York
$98K -$1.73K -27 -2%
Rockefeller Capital Management
628
Rockefeller Capital Management
New York
$96K +$96K +1,503 New
CAC
629
Certified Advisory Corp
Florida
$95K +$704 +11 +0.7%
Acadian Asset Management
630
Acadian Asset Management
Massachusetts
$89K -$182K -2,849 -67%
HI
631
Hudock Inc
Pennsylvania
$89K -$15.1K -239 -15%
PG
632
Proffitt & Goodson
Tennessee
$88K +$88K +1,383 New
SWP
633
Strategic Wealth Partners
Ohio
$83K -$7.05K -112 -8%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$3.18K +50 +4%
GEA
635
Glen Eagle Advisors
New Jersey
$75K – – –
OFW
636
Omnia Family Wealth
Florida
$74K – – –
OWD
637
Osborn Williams & Donohoe
Ohio
$74K +$74K +1,200 New
OIA
638
OneDigital Investment Advisors
Kansas
$70K – – –
HR
639
Howe & Rusling
New York
$69K -$71.2K -1,122 -51%
AWM
640
Aevitas Wealth Management
Massachusetts
$69K +$253 +4 +0.4%
CAL
641
Capital Advisors Ltd
Ohio
$66K – – –
GLI
642
Guardian Life Insurance
New York
$66K +$1.35K +21 +2%
RA
643
Rational Advisors
New York
$63K +$26K +409 +70%
ACA
644
Atlas Capital Advisors
Wyoming
$61K – – –
DWM
645
Destination Wealth Management
California
$59K +$2.73K +43 +5%
RFA
646
Reilly Financial Advisors
California
$59K +$20.5K +320 +53%
PCM
647
Penserra Capital Management
California
$57K +$57K +900 New
LPWM
648
Lake Point Wealth Management
Texas
$56K -$466K -6,777 -89%
LWM
649
Liberty Wealth Management
California
$56K -$3.38K -53 -6%
CFGS
650
Concourse Financial Group Securities
Alabama
$54K -$27.1K -426 -33%
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